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FlexShares STOXX Global ESG Select Index Fund
ESGG

36 hedge funds and large institutions have $154M invested in FlexShares STOXX Global ESG Select Index Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $147M → $154M (+$6.76M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.84% less ownership

Funds ownership: 85.65% → 83.81% (-1.8%)

3% less funds holding

Funds holding: 37 → 36 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$581K
2
CF
Centaurus Financial
California
+$364K
3
Ameriprise
Ameriprise
Minnesota
+$305K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$222K
5
SAI
Savvy Advisors Inc
New York
+$206K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
2
Jane Street
Jane Street
New York
-$2.16M
3
FA
Forefront Analytics
Pennsylvania
-$648K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$493K
5
CAL
Capital Analysts LLC
Pennsylvania
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
26
Ruedi Wealth Management
Illinois
$95.8K – – –
CWA
27
Carolina Wealth Advisors
South Carolina
$62.9K – – –
HWP
28
Highline Wealth Partners
California
$47.3K +$624 +4 +1%
S
29
Sachetta
Massachusetts
$42.6K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$37K +$156 +1 +0.4%
VAG
31
VisionPoint Advisory Group
Texas
$15.6K – – –
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$10.6K +$10.1K +65 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$8K – – –
ADL
34
Asset Dedication LLC
California
$5K – – –
SA
35
Scarborough Advisors
Maryland
$1.85K – – –
Wells Fargo
36
Wells Fargo
California
$121 – – –
Citadel Advisors
37
Citadel Advisors
Florida
– -$2.92M -19,537 Closed
CAL
38
Capital Analysts LLC
Pennsylvania
– -$434K -2,904 Closed
WAP
39
Wealthcare Advisory Partners
Pennsylvania
– -$239K -1,598 Closed
SAM
40
Synergy Asset Management
Washington
– -$208K -1,388 Closed
1
2

ESGG Hedge Fund Activity: Q1 2024 in Review

36 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q1 2024, worth a combined $154M — up 4.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESGG and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 12 added.

The largest buyer was Old Mission Capital, adding an estimated $581K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.92M sold.

  • 36 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $154M of FlexShares STOXX Global ESG Select Index Fund stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 3 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q1 2024 was Old Mission Capital, an estimated $581K added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q1 2024 was Citadel Advisors, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2024.